Rubrik, Palantir, CrowdStrike Added to IBD Watchlists in September Update
Placement on Investor's Business Daily performance screens signals that these three US cybersecurity and data-management stocks currently meet the publication's technical and fundamental criteria,...
Investor's Business Daily updated its top-performing stock watchlists for the week of September 14, 2026, adding 21 new names including Rubrik, Palantir Technologies, and CrowdStrike Holdings, according to a report published by Investor's Business Daily.
All three companies are listed on US exchanges. Palantir Technologies (PLTR) trades on the New York Stock Exchange, CrowdStrike Holdings (CRWD) trades on the Nasdaq, and Rubrik (RBRK) trades on the New York Stock Exchange following its initial public offering in April 2024.
IBD maintains several proprietary watchlists, including the IBD 50, Big Cap 20, and Sector Leaders screens, that filter stocks based on earnings growth, relative price strength, and institutional sponsorship metrics. The publication did not specify in the headline report which of its individual lists each of the 21 new additions joined. The full breakdown of list placements for each ticker would be found in IBD's subscriber content.
Rubrik went public at $32 per share in April 2024, according to its prospectus filed with the Securities and Exchange Commission. The company, which provides cloud data security and management services, reported revenue of $627.9 million for its fiscal year ending January 31, 2024, as disclosed in its SEC filing at the time of its IPO.
Palantir reported second-quarter 2026 revenue of $678 million, representing 27 percent year-over-year growth, according to the company's earnings release filed with the SEC on August 4, 2026. The company also reported US commercial revenue of $249 million for the same quarter, a 55 percent increase year over year, per the same filing.
CrowdStrike reported fiscal first-quarter 2027 revenue of $1.1 billion, up 33 percent year over year, according to the company's earnings release filed with the SEC on June 3, 2026. Annual recurring revenue stood at $4.44 billion as of April 30, 2026, per the same document.
IBD watchlist inclusion is not a buy or sell recommendation. The screens are mechanical filters based on publicly available price and earnings data. Whether a stock remains on a given list depends on whether it continues to meet the criteria at each weekly update, and the publication noted that names were also removed in the same update cycle.
All three companies operate in sectors tied to artificial intelligence and cybersecurity spending. Palantir's AI Platform product line and CrowdStrike's Falcon platform both incorporate machine learning components, as described in their respective 10-K filings with the SEC. Rubrik similarly positions its platform around AI-driven data security, per its SEC registration statement.
US government contracts represent a material revenue source for at least two of the three companies. Palantir disclosed that US government revenue totaled $373 million in the second quarter of 2026, per its SEC earnings filing. CrowdStrike listed US federal agencies among its customer base in its most recent annual report filed with the SEC.
What drove the specific timing of the IBD additions relative to broader market conditions in the week of September 14 is not stated in the available report. A full analysis of entry criteria met by each stock would require access to IBD's proprietary scoring methodology and the closing price and earnings data used in the current update cycle.